Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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Vid (Vidwath) Yogananda

Roseville,CA

Summary

Result-driven and high-achieving MBA graduate with a stellar 4.0 GPA. Proven ability to analyze complex problems, develop strategic solutions, and implement effective plans. Proficient in financial analysis & planning, market research, strategic planning, data analysis, supply chain, and project management through rigorous MBA coursework. Seeking to leverage my education and work experience to contribute to a dynamic organization's success and pursue opportunities for professional growth and development.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Full time Intern

Tri Counties Bank (corporate office)
03.2023 - 08.2023
  • Loan document specialist, Data analyst, Financial analyst.
  • Analyzed problems and worked with teams to develop solutions.
  • Performed role as loan document specialist – document preparation, accuracy & compliance, collateral management, coordination, data entry and documentation management.
  • Part of Financial Investigations Unit (FIU) – As a data analyst worked on various technological tools and software to efficiently process and analyse large volumes of financial data and identify potential risks.
  • Trained under financial analysts by conducting financial statement analysis, market research, risk analysis, credit analysis and financial modelling.

Tele-Counsellor

Admissions, William Jessup University
06.2022 - 02.2023
  • Monitored and utilized professional communication skills to reach out to prospective students.
  • Provided accurate & appropriate information in response to student inquiries about the university.
  • Communicated closely with other counselors to devise programs and activities based on developmental and academic levels.

Manager

Mugali Coffee Estates - Large Coffee & Pepper Plantation
03.2020 - 09.2021
  • Managed daily affairs of the coffee and black pepper crops at estate.
  • Analysed financial statements and monitored budgets and income trends.
  • Maintained general ledger accounts and prepared entries for accruals and variances, performed accounting analysis for cash accruals, account payables & account receivables.
  • Analysed project costs, identified long term goals for plantation.
  • Built unique strategy to expand marketing & sales.
  • Provided oversight of finances, operations, human resources, investments & handled supply chain management.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.

Manager

Natu Insurance Services, Farmers Insurance
01.2019 - 12.2019
  • Insurance Producer, Sales, Marketing & Business Administration
  • Developed, implemented, monitored, and evaluated the agency’s marketing communications strategy for advertisement, promotions, public relations to obtain new customers and developed existing business.
  • Implemented sales and marketing strategies to promote revenue growth generation among key targeted segments and support our brand positioning and image.
  • Led, mentored, and motivated teams consisting of field-based & inside sales representatives who achieved win business and reach sales goals.

Senior Associate

Indus Insurance Agency, Nationwide Insurance
01.2018 - 12.2018
  • Insurance Producer, Sales & Marketing
  • Worked directly with a team of senior marketing & sales executives, provided support to lead management in acquiring new business process and maintaining existing client relationships.
  • Streamlined activities and effectively led sales activities and forecasting. Managed relationships with broker’s and underwriters
  • Coached junior executives on strategy, problem solving and improving performance along with training new recruits to increase their level of Knowledge, capability, and profitability.
  • Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.

Attorney at Law

Bangalore
06.2005 - 03.2017
  • Extensive tenure serving both independent and Fortune 500 law firms in India.
  • Extensive tenure serving both independent and Fortune 500 law firms in India.
  • Practiced law at firms: Rajani, Singhania & Partners, Dua Associates, Crest law Partners, Prakash Patil & Associates (Independent Firms).
  • Appeared and conducted arguments before the High Court, Civil and trial courts, arbitration and conciliation, debt recovery tribunals and consumer forums.
  • Accomplished acknowledgeable acts with respect to mergers and acquisitions, negotiating contracts, real estate title due diligence reports. Drafted multiplicity of agreements, contracts, title reports of properties, notices, and deeds.
  • Headed legal panels for banking institutions and insurance sectors.
  • Single handily appeared and concluded arbitration & conciliation proceedings for a well-known motorcycle company in India.

Education

BA LLB, Bachelor of Laws -

Jagadguru Sri Shivarathreeshwara (JSS) Law College, Mysore University
Mysore, India
06.2006

Master of Business Administration (MBA) -

William Jessup University
Rocklin, CA
08.2023

LLM, Master of Laws, Corporate and Business Law -

Jagadguru Sri Shivarathreeshwara (JSS) Law College, Mysore University
Mysore, India
06.2009

Skills

  • Professional Skills
  • Analytical Skills, Keen Problem Solver, Excellent Communication Skills, Team Leader, Expert Planner, Operational Oversight, P&L Responsibility, Insurance Management
  • Technology Skills
  • Salesforce, MS Azure, Office 365 - Word, Excel, Power Point, Microsoft Teams, SharePoint, Jira tool, Lucid chart, Laser-pro, Fiserv, Tally

Certification

  • Licenced Property & Casualty - Broker Agent (Department of Insurance, CA)
  • Certifications in Cyber Law Certificate and Law and Medicine

Languages

English
Full Professional
Hindi
Full Professional

Timeline

Full time Intern

Tri Counties Bank (corporate office)
03.2023 - 08.2023

Tele-Counsellor

Admissions, William Jessup University
06.2022 - 02.2023

Manager

Mugali Coffee Estates - Large Coffee & Pepper Plantation
03.2020 - 09.2021

Manager

Natu Insurance Services, Farmers Insurance
01.2019 - 12.2019

Senior Associate

Indus Insurance Agency, Nationwide Insurance
01.2018 - 12.2018

Attorney at Law

Bangalore
06.2005 - 03.2017

BA LLB, Bachelor of Laws -

Jagadguru Sri Shivarathreeshwara (JSS) Law College, Mysore University

Master of Business Administration (MBA) -

William Jessup University

LLM, Master of Laws, Corporate and Business Law -

Jagadguru Sri Shivarathreeshwara (JSS) Law College, Mysore University
Vid (Vidwath) Yogananda